Business Services & Consulting • all cities, WA 48
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients.That'swhy we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.These values guide everything we do, for our clients and each other.We are committed to moving forward together.If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
Template: As a [insert-job-title-here] on the [insert team name here] team, you'll play a pivotal role by [insert high level job purpose]. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this [insert job title here] role, we are seeking a candidate with proven [one to two key qualities] to help advance [key initiative for business]. If you are a [list a few qualities], this may be an opportunity for you!
Responsibilities:
Requirements:
Edelman Financial Engines takes a market-based approach to pay.The expected base salary range for this role nationally is [$x (1.0 Geo Zone min) - $x (1.0 Geo Zone mid)].However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets.
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.
If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or EFETalentAcquisition@EdelmanFinancialEngines.com.
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients.That'swhy we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.These values guide everything we do, for our clients and each other.We are committed to moving forward together.If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
Template: As a [insert-job-title-here] on the [insert team name here] team, you'll play a pivotal role by [insert high level job purpose]. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this [insert job title here] role, we are seeking a candidate with proven [one to two key qualities] to help advance [key initiative for business]. If you are a [list a few qualities], this may be an opportunity for you!
Responsibilities:
Requirements:
Edelman Financial Engines takes a market-based approach to pay.The expected base salary range for this role nationally is [$x (1.0 Geo Zone min) - $x (1.0 Geo Zone mid)].However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets.
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.
If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or EFETalentAcquisition@EdelmanFinancialEngines.com.
